The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101 1,370 19,713 SH   SOLE 19,713 0 0
ALLERGAN PLC SHS G0177J108 2,859 16,990 SH   SOLE 16,990 0 0
ALPHABET INC CAP STK CL A 02079K305 3,516 2,879 SH   SOLE 2,879 0 0
AMAZON COM INC COM 023135106 4,368 2,516 SH   SOLE 2,516 0 0
APPLE INC COM 037833100 5,472 24,433 SH   SOLE 24,433 0 0
BAIDU INC SPON ADR REP A 056752108 334 3,255 SH   SOLE 3,255 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 514 17,350 SH   SOLE 17,350 0 0
BANK AMER CORP COM 060505104 3,084 105,728 SH   SOLE 105,728 0 0
BAUSCH HEALTH COS INC COM 071734107 1,300 59,480 SH   SOLE 59,480 0 0
BECTON DICKINSON & CO COM 075887109 2,854 11,282 SH   SOLE 11,282 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,242 18,420 SH   SOLE 18,420 0 0
BLACKROCK INC COM 09247X101 2,657 5,962 SH   SOLE 5,962 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 5,302 108,556 SH   SOLE 108,556 0 0
BOEING CO COM 097023105 1,542 4,054 SH   SOLE 4,054 0 0
BOX INC CL A 10316T104 2,168 130,899 SH   SOLE 130,899 0 0
BROADCOM INC COM 11135F101 2,772 10,042 SH   SOLE 10,042 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,705 29,732 SH   SOLE 29,732 0 0
CATERPILLAR INC DEL COM 149123101 2,471 19,564 SH   SOLE 19,564 0 0
CENTENE CORP DEL COM 15135B101 1,100 25,434 SH   SOLE 25,434 0 0
CENTURYLINK INC COM 156700106 2,875 230,340 SH   SOLE 230,340 0 0
CISCO SYS INC COM 17275R102 243 4,908 SH   SOLE 4,908 0 0
CLEVELAND CLIFFS INC COM 185899101 90 12,500 SH   SOLE 12,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,465 7,067 SH   SOLE 7,067 0 0
CULLEN FROST BANKERS INC COM 229899109 2,432 27,463 SH   SOLE 27,463 0 0
DISNEY WALT CO COM DISNEY 254687106 3,099 23,783 SH   SOLE 23,783 0 0
EOG RES INC COM 26875P101 1,104 14,879 SH   SOLE 14,879 0 0
EXXON MOBIL CORP COM 30231G102 3,474 49,197 SH   SOLE 49,197 0 0
FACEBOOK INC CL A 30303M102 2,994 16,815 SH   SOLE 16,815 0 0
FEDEX CORP COM 31428X106 1,504 10,331 SH   SOLE 10,331 0 0
GILEAD SCIENCES INC COM 375558103 2,528 39,885 SH   SOLE 39,885 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,708 16,207 SH   SOLE 16,207 0 0
HOLLYFRONTIER CORP COM 436106108 1,690 31,508 SH   SOLE 31,508 0 0
HOME DEPOT INC COM 437076102 373 1,609 SH   SOLE 1,609 0 0
HONEYWELL INTL INC COM 438516106 4,814 28,452 SH   SOLE 28,452 0 0
HUMANA INC COM 444859102 2,791 10,915 SH   SOLE 10,915 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,369 25,458 SH   SOLE 25,458 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,822 19,407 SH   SOLE 19,407 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 815 4,317 SH   SOLE 4,317 0 0
IQVIA HLDGS INC COM 46266C105 1,557 10,424 SH   SOLE 10,424 0 0
ISHARES INC CORE MSCI EMKT 46434G103 1,546 31,531 SH   SOLE 31,531 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,761 22,622 SH   SOLE 22,622 0 0
ISHARES TR CORE S&P500 ETF 464287200 323 1,083 SH   SOLE 1,083 0 0
ISHARES TR MSCI EAFE ETF 464287465 219 3,355 SH   SOLE 3,355 0 0
ISHARES US ETF TR COMMOD SEL STG 46431W853 10,019 317,660 SH   SOLE 317,660 0 0
JPMORGAN CHASE & CO COM 46625H100 4,677 39,740 SH   SOLE 39,740 0 0
KINDER MORGAN INC DEL COM 49456B101 2,573 124,829 SH   SOLE 124,829 0 0
KKR & CO INC CL A 48251W104 6,056 225,563 SH   SOLE 225,563 0 0
LAUDER ESTEE COS INC CL A 518439104 1,957 9,835 SH   SOLE 9,835 0 0
LEGGETT & PLATT INC COM 524660107 2,477 60,503 SH   SOLE 60,503 0 0
LOCKHEED MARTIN CORP COM 539830109 3,330 8,538 SH   SOLE 8,538 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,883 6,868 SH   SOLE 6,868 0 0
MASIMO CORP COM 574795100 1,695 11,390 SH   SOLE 11,390 0 0
MASTERCARD INC CL A 57636Q104 1,978 7,284 SH   SOLE 7,284 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,056 19,551 SH   SOLE 19,551 0 0
MERCADOLIBRE INC COM 58733R102 2,517 4,567 SH   SOLE 4,567 0 0
MERCK & CO INC COM 58933Y105 2,787 33,103 SH   SOLE 33,103 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,794 30,072 SH   SOLE 30,072 0 0
MICROSOFT CORP COM 594918104 3,816 27,446 SH   SOLE 27,446 0 0
PALO ALTO NETWORKS INC COM 697435105 1,480 7,260 SH   SOLE 7,260 0 0
PAYPAL HLDGS INC COM 70450Y103 1,950 18,824 SH   SOLE 18,824 0 0
PHILIP MORRIS INTL INC COM 718172109 2,833 37,312 SH   SOLE 37,312 0 0
PHUNWARE INC COM 71948P100 41 29,089 SH   SOLE 29,089 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 743 7,304 SH   SOLE 7,304 0 0
POLARIS INC COM 731068102 1,456 16,547 SH   SOLE 16,547 0 0
POST HLDGS INC COM 737446104 1,516 14,323 SH   SOLE 14,323 0 0
PROCTER & GAMBLE CO COM 742718109 348 2,795 SH   SOLE 2,795 0 0
PVH CORP COM 693656100 1,043 11,826 SH   SOLE 11,826 0 0
QUALCOMM INC COM 747525103 2,428 31,828 SH   SOLE 31,828 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,644 4,611 SH   SOLE 4,611 0 0
SALESFORCE COM INC COM 79466L302 1,376 9,271 SH   SOLE 9,271 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 29,646 1,179,698 SH   SOLE 1,179,698 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 226 7,100 SH   SOLE 7,100 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,687 30,796 SH   SOLE 30,796 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7,461 88,809 SH   SOLE 88,809 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8,642 121,843 SH   SOLE 121,843 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 27,363 392,411 SH   SOLE 392,411 0 0
SHAKE SHACK INC CL A 819047101 1,524 15,548 SH   SOLE 15,548 0 0
SHOPIFY INC CL A 82509L107 327 1,050 SH   SOLE 1,050 0 0
SILICON LABORATORIES INC COM 826919102 571 5,125 SH   SOLE 5,125 0 0
SOPHIRIS BIO INC COM NEW 83578Q209 20 34,328 SH   SOLE 34,328 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 294 8,563 SH   SOLE 8,563 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,666 5,612 SH   SOLE 5,612 0 0
SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 317 10,552 SH   SOLE 10,552 0 0
STARBUCKS CORP COM 855244109 3,533 39,958 SH   SOLE 39,958 0 0
TRADEWEB MKTS INC CL A 892672106 1,223 33,066 SH   SOLE 33,066 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,916 19,615 SH   SOLE 19,615 0 0
TWILIO INC CL A 90138F102 205 1,860 SH   SOLE 1,860 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,921 21,396 SH   SOLE 21,396 0 0
VANGUARD GROUP DIV APP ETF 921908844 708 5,924 SH   SOLE 5,924 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,071 13,457 SH   SOLE 13,457 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 617 4,085 SH   SOLE 4,085 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 323 7,866 SH   SOLE 7,866 0 0
VISA INC COM CL A 92826C839 3,216 18,698 SH   SOLE 18,698 0 0
VULCAN MATLS CO COM 929160109 3,580 23,673 SH   SOLE 23,673 0 0
WALMART INC COM 931142103 3,275 27,594 SH   SOLE 27,594 0 0
WELLS FARGO CO NEW COM 949746101 456 9,048 SH   SOLE 9,048 0 0
WESTROCK CO COM 96145D105 2,727 74,820 SH   SOLE 74,820 0 0
WILLIAMS SONOMA INC COM 969904101 3,242 47,686 SH   SOLE 47,686 0 0